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Heinz Volquarts

State Street Global Advisors Funds Distributors, LLC

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About Heinz Volquarts

Heinz Volquarts is a financial professional with over 10 years of experience in the industry. Heinz is currently registered with State Street Global Advisors Funds Distributors, LLC and is a Series 7, Series 24, and Series 63 licensed professional. Prior to joining State Street Global Advisors Funds Distributors, LLC, Heinz was registered with VANGUARD MARKETING CORPORATION. Heinz is licensed in all 50 states and the District of Columbia.

Firm Information

Heinz Volquarts is currently registered with State Street Global Advisors Funds Distributors, LLC. State Street Global Advisors Funds Distributors, LLC is a Limited Liability Company formed in March 2002. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has an active SEC registration. The firm has reported 17 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Heinz Volquarts’s Registration & Firm History

NY

02/09/2017 - Present

State Street Global Advisors Funds Distributors, LLC (New York NY)

PA

03/27/2013 - 01/05/2017

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 04/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heinz Volquarts.
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